macd05
New Member

Investors & landlords

Thank you for the question and the answers.  

 

I also have ISO that I exercised and sold ~ 25% of the stock on the secondary market right after the exercise. The employer reported income on W-2 that is larger than on 3922 form.  When I go to update 1099-B and load the info from 3922, my Tax goes up significantly (almost 3x); which makes no sense to me. :(

 

Should I add the amount from W-2 to the amount on 3922 to update 1099-B? 

 

Thank you!